Paradigm Financial Advisors’s Avalara, Inc. AVLR Stock Holding History

Paradigm Financial Advisors’s Portfolio AVLR Stock Details AVLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,760	Closed	-$308K	–	252
2021 Q3	$308K	Sell	1,760 -150	-8%	-$25.8K	0.07%	158
2021 Q2	$309K	Sell	1,910 -270	-12%	-$37.6K	0.07%	157
2021 Q1	$291K	Buy	+2,180	New	+$336K	0.07%	152
2020 Q4	–	Sell	-1,590	Closed	-$202K	–	179
2020 Q3	$202K	Sell	1,590 -305	-16%	-$38.7K	0.06%	126
2020 Q2	$252K	Buy	+1,895	New	+$186K	0.08%	112

Other funds holding AVLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Paradigm Financial Advisors's AVLR Position: Q4 2021 in Review

Paradigm Financial Advisors sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 1,760 shares — an estimated $308K sold.

Paradigm Financial Advisors first reported a position in AVLR in Q2 2020 and held it in 5 quarters. The position peaked at $309K in Q2 2021. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

Paradigm Financial Advisors reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
Paradigm Financial Advisors sold 1,760 Avalara, Inc. shares in Q4 2021, an estimated $308K.
Paradigm Financial Advisors first reported a position in Avalara, Inc. in Q2 2020 and held it in 5 quarters.
Paradigm Financial Advisors's Avalara, Inc. position peaked at $309K in Q2 2021.
423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.